HERITAGE WEALTH MANAGEMENT, LLC – Vanguard Total Bond Market Index Fund Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$839,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.22%
quarter
Vanguard Total Bond Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.48% | 285 shares | -25.06K | $71.33 | 11.76K |
| Q2 2022 | share | Decrease | -19.31% | -2.74K shares | -267.94K | $75.26 | 11.48K |
| Q1 2022 | share | Increase | +615.74% | 12.24K shares | 962K | $79.54 | 14.22K |
| Q3 2021 | share | Decrease | -12.46% | -283 shares | -25K | $85.05 | 1.98K |
| Q2 2021 | share | Increase | 0.00% | 2.27K shares | 195K | $85.09 | 2.27K |